Sargent Bickham Lagudis’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Sargent Bickham Lagudis’s Portfolio IEMG Stock Details IEMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$213K	Sell	4,562 -1,820	-29%	-$82.8K	0.02%	264
2022 Q3	$275K	Sell	6,382 -25,980	-80%	-$1.25M	0.02%	221
2022 Q2	$1.59M	Buy	32,362 +67	+0.2%	+$3.46K	0.14%	121
2022 Q1	$1.79M	Sell	32,295 -2,292	-7%	-$132K	0.14%	114
2021 Q4	$2.07M	Sell	34,587 -6,430	-16%	-$397K	0.16%	103
2021 Q3	$2.53M	Sell	41,017 -3,504	-8%	-$223K	0.21%	94
2021 Q2	$2.98M	Sell	44,521 -41,324	-48%	-$2.72M	0.24%	85
2021 Q1	$5.53M	Sell	85,845 -7,611	-8%	-$501K	0.49%	50
2020 Q4	$5.8M	Buy	93,456 +64,217	+220%	+$3.7M	0.54%	47
2020 Q3	$1.54M	Buy	29,239 +2,551	+10%	+$134K	0.16%	94
2020 Q2	$1.27M	Buy	26,688 +9	+0%	+$402	0.14%	106
2020 Q1	$1.08M	Buy	26,679 +25,487	+2,138%	+$1.25M	0.14%	112
2019 Q4	$64K	Buy	1,192 +115	+11%	+$5.93K	0.01%	335
2019 Q3	$53K	Sell	1,077 -85	-7%	-$4.21K	0.01%	345
2019 Q2	$60K	Buy	1,162 +34	+3%	+$1.74K	0.01%	341
2019 Q1	$58K	Buy	1,128 +134	+13%	+$6.79K	0.01%	357
2018 Q4	$47K	Sell	994 -302	-23%	-$14.6K	0.01%	371
2018 Q3	$67K	Sell	1,296 -48	-4%	-$2.5K	0.01%	326
2018 Q2	$71K	Sell	1,344 -19,666	-94%	-$1.1M	0.01%	312
2018 Q1	$1.23M	Sell	21,010 -7,857	-27%	-$465K	0.15%	99
2017 Q4	$1.64M	Sell	28,867 -316	-1%	-$17.6K	0.2%	102
2017 Q3	$1.58M	Buy	29,183 +28,145	+2,711%	+$1.49M	0.2%	104
2017 Q2	$52K	Buy	1,038 +148	+17%	+$7.3K	0.01%	355
2017 Q1	$43K	Buy	890 +676	+316%	+$31.1K	0.01%	388
2016 Q4	$9K	Hold	214	–	–	﹤0.01%	575
2016 Q3	$10K	Sell	214 -478	-69%	-$21.2K	﹤0.01%	576
2016 Q2	$29K	Buy	+692	New	+$28.4K	﹤0.01%	407

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sargent Bickham Lagudis's IEMG Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 29% in Q4 2022, selling an estimated $82.8K and leaving 4,562 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #264.

Sargent Bickham Lagudis first reported a position in IEMG in Q2 2016 and has held it in 27 quarters since. The position peaked at $5.8M in Q4 2020. 1,452 funds tracked by Wall St. Rank hold IEMG as of Q4 2022.

Sargent Bickham Lagudis held 4,562 shares of iShares Core MSCI Emerging Markets ETF worth $213K as of Q4 2022.
Sargent Bickham Lagudis sold 1,820 iShares Core MSCI Emerging Markets ETF shares in Q4 2022, an estimated $82.8K.
iShares Core MSCI Emerging Markets ETF made up 0.02% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #264 holding.
Sargent Bickham Lagudis first reported a position in iShares Core MSCI Emerging Markets ETF in Q2 2016 and has held it in 27 quarters since.
Sargent Bickham Lagudis's iShares Core MSCI Emerging Markets ETF position peaked at $5.8M in Q4 2020.
1,452 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.